Displaying Detailed Data About Specific Elements in Dashboard Items - Reporting Dashboards - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Reporting Dashboards

Platform
OnBase
Product
Reporting Dashboards
Release
Foundation 23.1
License

If a dashboard item is configured to use drill-down functionality you can control the level of detail displayed in that dashboard item. To drill down to more detailed data levels, click one of the elements in the dashboard item.

For example, this pie chart displays sales percentage by category:

But it can be drilled down to show sales percentage by product in each category by clicking a category wedge in the pie chart:

To move back up to a less detailed level in the drill-down data, click the Drill Up button at the right end of the caption for the dashboard item.

Note:

The Drill Up button is disabled if the display is currently at the top level, and the button is not visible if the dashboard item is configured to hide the caption. To remove the drill-down view when the caption is hidden, refresh the dashboard by clicking its name in the Gallery pane (refreshing the dashboard removes all applied filters).